Plan Ledger DOL Form 5500 · updated monthly

Pw Companies, LLC401(k)

RETIREMENT INCOME SECURITY PLAN-PW COMPANIES, LLC · SANDY, UT · plan year 2024

Reported admin expense ratio · 2024
0.94%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Pw Companies, LLC reported $80,936 in plan administrative expenses for 2024: 0.94% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,198 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 1.00% to 0.94%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Utah (478th of 848), and 2,747th of 5,215 in retail trade. In 2024, employees put in $2.42 for every $1.00 the employer contributed; active participation has shrunk from 111 to 95 since 2022.

Plan summary
Net assets, end of year$9,439,503
Participants with balances157
Active participants95
Employer contributions$208,781
Employee contributions$505,468
Employer contribution per active participant$2,198
Average account balance$60,124
Benefits paid to participants$132,789
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 157 accts · $209K emplr
2023$7.8M · 166 accts · $224K emplr
2022$6.1M · 163 accts · $198K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,376
Investment management$48,936
Trustee / custodial$1,624
Total administrative$80,936
The Pw Companies, LLC 401(k) match · 2024
Employer contribution per active participant$2,198
Median for plans this size$1,313
2024$2,198 per active participant
2023$2,199 per active participant
2022$1,787 per active participant

Pw Companies, LLC's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
AMERITAS LIFE INSURANCE CORP · Claims processing · Contract administrator$8,912
EP WEALTH ADVISORS, INC. · Investment advisory (participants) · Investment advisory (plan)$48,936
HEALTHEQUITY RETIREMENT SERVICES, L · Claims processing · Plan administrator$21,463
MATRIX TRUST COMPANY · Custodial (securities) · Loan processing$1,624

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Ameritas
2023Ameritas

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$80,936 · 0.94%
2023$64,843 · 0.93%
2022$63,664 · 1.00%
Similar plansRetail Trade · Utah
Siskin Enterprises, Inc. UT$10.5M · 0.42%
Tim Dahle Imports Inc. UT$9.7M · 0.48%
Xyngular Corporation UT$7.6M · 0.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461611716 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.